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ESGU - ETF AI Analysis
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iShares ESG Aware MSCI USA ETF (ESGU)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a very large pool of assets, which suggests strong investor interest and good trading liquidity.
Low Expense Ratio
The fund charges relatively low annual fees, so less of your return is eaten up by costs over time.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Technology Tilt
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weak Recent Performance
The ETF’s returns have been soft over the past month and since the start of the year, which may concern short‑term investors.
Concentration in a Few Mega-Cap Stocks
Several very large U.S. companies make up a significant share of the fund, so its results are heavily influenced by how those few names perform.
ESGU vs. SPDR S&P 500 ETF (SPY)
AUM15.48B
RegionNorth America
Expense Ratio0.15%
Beta1.01
IssueriShares
Inception DateDec 01, 2016
Dividend Yield0.99%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume809,292
30 Day Avg. Volume676,524
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
178.94Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering279
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESGU Summary
The iShares ESG Aware MSCI USA ETF (ESGU) is a U.S. stock fund that follows the MSCI USA Extended ESG Focus Index, which aims to hold many of the major American companies while favoring those that score better on environmental, social, and governance (ESG) standards. It owns big names like Apple and Nvidia, along with many others across technology, finance, health care, and more. Someone might invest in ESGU to get broad U.S. market exposure while aligning with sustainability values. A key risk is that it can rise or fall with the overall stock market and is notably tilted toward tech companies.
How much will it cost me?The iShares ESG Aware MSCI USA ETF (ESGU) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The ESGU ETF, with its strong focus on technology and ESG principles, could benefit from continued innovation in tech and increasing investor demand for sustainable investments. However, it may face challenges from regulatory changes affecting ESG criteria or economic slowdowns impacting the U.S. equity market, particularly in sectors like technology and consumer cyclical. Its reliance on top holdings like Nvidia, Apple, and Microsoft also makes it sensitive to performance fluctuations in these companies.
ESGU Top 10 Holdings
ESGU is leaning heavily on U.S. Big Tech, with Nvidia, Apple, Microsoft, Alphabet, and Amazon steering the ship. Alphabet and Amazon have been the steadier engines lately, helping to keep returns from stalling, while Nvidia’s performance has turned more mixed after a strong run. Apple, Microsoft, and Meta look like they’re losing a bit of steam in the short term, and Tesla is clearly dragging the fund. Outside tech, Eli Lilly has been a bright healthcare spot, but overall this is a U.S.-centric, tech-driven story with a few key names doing most of the work.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.40% | $1.15B | $4.44T | 31.66% | 76 Outperform | |
| Apple | 6.17% | $957.49M | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 4.63% | $717.37M | $2.98T | -1.74% | 79 Outperform | |
| Alphabet Class C | 4.54% | $704.34M | $3.70T | 63.76% | 82 Outperform | |
| Amazon | 3.13% | $484.71M | $2.13T | -13.07% | 71 Outperform | |
| Broadcom | 2.49% | $386.82M | $1.54T | 39.53% | 76 Outperform | |
| Meta Platforms | 2.13% | $330.86M | $1.62T | -13.15% | 76 Outperform | |
| Tesla | 1.99% | $308.00M | $1.57T | 17.31% | 73 Outperform | |
| Eli Lilly & Co | 1.40% | $217.59M | $981.09B | 23.18% | 72 Outperform | |
| JPMorgan Chase | 1.33% | $206.56M | $823.62B | 9.38% | 72 Outperform |
ESGU Technical Analysis
Neutral
―
Price Trends
149.87
Negative
148.13
Positive
141.18
Positive
Market Momentum
-0.24
Positive
43.50
Neutral
41.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 150.01, equal to the 50-day MA of 149.87, and equal to the 200-day MA of 141.18, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 43.50 is Neutral, neither overbought nor oversold. The STOCH value of 41.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ESGU.
ESGU Peer Comparison
Comparison Results
Performance Comparison
ESGU
iShares ESG Aware MSCI USA ETF
148.21
15.70
11.85%
VTI
Vanguard Total Stock Market ETF
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―
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VIG
Vanguard Dividend Appreciation ETF
―
―
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
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DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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